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Planned Giving

At the Georgia United Methodist Foundation, our goal is to educate you on how you might plan your affairs to benefit your family, as well as United Methodist churches and ministries that are close to your heart. If you have any questions about the best way for you to benefit through a planned gift, please contact 770-449-6726, 877-220-5664 or info@gumf.org. A Planned Giving team member will be very pleased to help you.

Planned Giving Guide

Giving to The United Methodist Church can take many forms. The Georgia United Methodist Foundation encourages donors to explore ways that are best for them. Options available through planned giving offer creative alternatives that often benefit both donor and recipient.

Here are some charitable gift ideas that are simple to execute, and can be used to benefit your United Methodist church or favorite charity in Georgia. Before making a final decision, please consult with your professional financial advisor or contact the Foundation at 770-449-6726 or 877-220-5664.

Make a gift that allows flexibility and your input on how funds will be distributed.

Donor Advised Fund

Create an agreement whereby the Foundation manages the assets; you and/or family members advise the Foundation regarding charitable disbursements.

Immediate income tax deduction, flexibility and an opportunity to practice philanthropy on a regular basis.

Make a significant gift with little cost to yourself.

Life Insurance

Designate your church as a beneficiary.

Future gift to church.

Give your personal residence or farm, but continue to live there.

Retained Life Estate

Designate the ownership of your home to your church but retain occupancy.

Charitable income tax deduction and lifetime use of your home.

Avoid taxation on retirement plan assets.

Retirement Plan

Name your church as beneficiary of the remainder of the assets after your lifetime.

Avoidance of heavily taxed gift to heirs.

GIFTS YOU CAN DEFER

Your Goal

Type of Gift

How To Give

Benefits

Defer a gift until after your lifetime.

Bequest in Will

Leave your legacy and remind loved ones of your faith by tithing part of your estate to the church. A bequest can be a specific amount or asset, or a percentage of your estate. A residual bequest assigns the amount left in the estate after all other distributions have been made.

Your estate receives a tax deduction. The church receives your gift when the estate is settled.

Make a deferred gift, maintain access to assets, avoid probate.

Living Trust

Donor places assets into a trust; retains control during lifetime. Foundation becomes trustee upon death of the donor, and makes distributions as directed by donor.

The purpose of this guide is to provide general gift, estate and financial planning information. State laws govern wills, trusts and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts. Watch for tax revisions. Some types of gifts may not be available in all states. Check with your professional advisor.